Become a part of Raymond James as a Tax Processes & Client Solutions Associate in Vancouver. This full-time position demands detail-oriented professionals ready to support clients and Investment Advisors during tax season.
As an Associate, you will play a crucial role in data processing and tax receipt management while ensuring adherence to CRA and IRS standards. Your primary responsibilities will include reviewing client documents, responding to inquiries, and maintaining the integrity of the client database. Effective communication and collaboration with internal teams will be essential to delivering the best results.
Key Responsibilities:
• Ensure accurate processing within service standards
• Assist Investment Advisors with client inquiries




• Maintain compliance with tax regulations
• Liaise with government agencies for tax issues
• Support team members in reporting tasks
Requirements:
• Bachelor’s Degree in Commerce or Business Administration preferred
• Work experience in tax or financial services an asset
• Proficient in Microsoft Office applications
• Strong organizational and communication skills
• Client-focused with a detail-oriented approach
Enhance client satisfaction through productive tax support at Raymond James in Vancouver.
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📌 Associate, Tax Processes & Client Solutions (Vancouver)
🏢 Raymond James
📍 Vancouver